2023 Form 5500 filing — Witron Integrated Logistics, Inc. 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015200623NAL0017156451008) for Witron Integrated Logistics, Inc. 401(K) Plan, reported by Witron Integrated Logistics, Inc. under EIN 77-0393714 and plan number 001. It reports 1,198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015200623NAL0017156451008
Filing year
2023
Form type
2
Plan sponsor
Witron Integrated Logistics, Inc.
EIN
77-0393714
Plan number
001
Location
Arlington Heights, IL
Participants
1,198
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,202,704
Net assets (EOY)
$19,202,704
Employer contributions
$1,261,653
Participant contributions
$2,305,592
Total income / additions
$6,546,357
Benefits paid
$1,541,236
Administrative expenses
$79,984
Total expenses
$1,649,036
Net increase / (decrease)
$4,897,321
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement Solutions,RECORDKEEPER$45,984$0
Global Retirement Partners LLCINVESTMENT ADVISORY$34,000not reported in the loaded dataset

Related Form 5500 pages